摩根士丹利发表研究报告，将福耀玻璃2025至27年收入预测分别上调0.4%、2%及3%，以反映集团在海外的市场份额提升，以及国内市场平均售价上升；同时将2025及26年毛利率预测分别上调1.4及0.2个百分点，因集团次季毛利率表现稳健，以及规模效益持续显现，并将2025年净利润及每股盈利预测上调8%，2026及2027年则上调2%。考虑到集团过去两年已完成大部分产能扩张投资，该行将2025至27年的资本开支预测由60亿元下调至35亿元。该行对其目标价由51.5港元上调至59港元，评级“与大市同步”。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.